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Antero Midstream Corp（AM）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是Antero Midstream Corp的1.4倍（$420.0M vs $291.1M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 41.5%，领先15.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -7.3%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 3.9%）
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
AM vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$291.1M
营收增速更快
GLPI
高出13.6%
-7.3%
净利率更高
GLPI
高出15.5%
41.5%
两年增速更快
GLPI
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $420.0M |
| 净利润 | $120.7M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 60.9% | 79.4% |
| 净利率 | 41.5% | 57.0% |
| 营收同比 | -7.3% | 6.3% |
| 净利润同比 | 2.1% | 40.5% |
| 每股收益（稀释后） | $0.25 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMGLPI
| Q1 26 | $291.1M | $420.0M | ||
| Q4 25 | $297.0M | $407.0M | ||
| Q3 25 | $294.8M | $397.6M | ||
| Q2 25 | $305.5M | $394.9M | ||
| Q1 25 | $291.1M | $395.2M | ||
| Q4 24 | $287.5M | $389.6M | ||
| Q3 24 | $269.9M | $385.3M | ||
| Q2 24 | $269.8M | $380.6M |
净利润AMGLPI
| Q1 26 | $120.7M | $239.4M | ||
| Q4 25 | $51.9M | $275.4M | ||
| Q3 25 | $116.0M | $241.2M | ||
| Q2 25 | $124.5M | $151.4M | ||
| Q1 25 | $120.7M | $165.2M | ||
| Q4 24 | $111.2M | $223.6M | ||
| Q3 24 | $99.7M | $184.7M | ||
| Q2 24 | $86.0M | $208.3M |
营业利润率AMGLPI
| Q1 26 | 60.9% | 79.4% | ||
| Q4 25 | 33.8% | 89.3% | ||
| Q3 25 | 61.2% | 84.8% | ||
| Q2 25 | 61.0% | 61.3% | ||
| Q1 25 | 60.9% | 65.5% | ||
| Q4 24 | 61.8% | 79.1% | ||
| Q3 24 | 60.2% | 70.4% | ||
| Q2 24 | 56.6% | 77.1% |
净利率AMGLPI
| Q1 26 | 41.5% | 57.0% | ||
| Q4 25 | 17.5% | 67.6% | ||
| Q3 25 | 39.3% | 60.7% | ||
| Q2 25 | 40.8% | 38.4% | ||
| Q1 25 | 41.5% | 41.8% | ||
| Q4 24 | 38.7% | 57.4% | ||
| Q3 24 | 37.0% | 47.9% | ||
| Q2 24 | 31.9% | 54.7% |
每股收益（稀释后）AMGLPI
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.96 | ||
| Q3 25 | $0.24 | $0.85 | ||
| Q2 25 | $0.26 | $0.54 | ||
| Q1 25 | $0.25 | $0.60 | ||
| Q4 24 | $0.23 | $0.79 | ||
| Q3 24 | $0.21 | $0.67 | ||
| Q2 24 | $0.18 | $0.77 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $180.4M | $274.5M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $5.0B |
| 总资产 | $5.9B | $13.8B |
| 负债/权益比越低杠杆越低 | 1.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGLPI
| Q1 26 | $180.4M | $274.5M | ||
| Q4 25 | $180.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务AMGLPI
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $7.2B | ||
| Q3 25 | $3.0B | $7.2B | ||
| Q2 25 | $3.0B | $6.9B | ||
| Q1 25 | $3.1B | $6.9B | ||
| Q4 24 | $3.1B | $7.7B | ||
| Q3 24 | $3.2B | $7.4B | ||
| Q2 24 | $3.2B | $6.6B |
股东权益AMGLPI
| Q1 26 | $2.0B | $5.0B | ||
| Q4 25 | $2.0B | $4.6B | ||
| Q3 25 | $2.1B | $4.6B | ||
| Q2 25 | $2.1B | $4.6B | ||
| Q1 25 | $2.1B | $4.2B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $2.1B | $4.1B |
总资产AMGLPI
| Q1 26 | $5.9B | $13.8B | ||
| Q4 25 | $5.9B | $12.9B | ||
| Q3 25 | $5.7B | $12.8B | ||
| Q2 25 | $5.7B | $12.5B | ||
| Q1 25 | $5.8B | $12.1B | ||
| Q4 24 | $5.8B | $13.1B | ||
| Q3 24 | $5.8B | $12.7B | ||
| Q2 24 | $5.8B | $11.8B |
负债/权益比AMGLPI
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 1.56× | ||
| Q3 25 | 1.46× | 1.57× | ||
| Q2 25 | 1.45× | 1.51× | ||
| Q1 25 | 1.49× | 1.63× | ||
| Q4 24 | 1.47× | 1.81× | ||
| Q3 24 | 1.49× | 1.74× | ||
| Q2 24 | 1.50× | 1.60× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $198.9M | — |
| 自由现金流经营现金流 - 资本支出 | $186.9M | — |
| 自由现金流率自由现金流/营收 | 64.2% | — |
| 资本支出强度资本支出/营收 | 11.1% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMGLPI
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $1.1B | ||
| Q3 25 | $212.8M | $240.3M | ||
| Q2 25 | $265.2M | $293.4M | ||
| Q1 25 | $198.9M | $252.5M | ||
| Q4 24 | $232.7M | $1.1B | ||
| Q3 24 | $184.9M | $270.4M | ||
| Q2 24 | $215.8M | $252.1M |
自由现金流AMGLPI
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $184.3M | $261.5M | ||
| Q2 24 | $147.2M | $245.0M |
自由现金流率AMGLPI
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | 68.3% | 67.9% | ||
| Q2 24 | 54.6% | 64.4% |
资本支出强度AMGLPI
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 25.4% | 1.9% |
现金转化率AMGLPI
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 4.10× | ||
| Q3 25 | 1.84× | 1.00× | ||
| Q2 25 | 2.13× | 1.94× | ||
| Q1 25 | 1.65× | 1.53× | ||
| Q4 24 | 2.09× | 4.80× | ||
| Q3 24 | 1.85× | 1.46× | ||
| Q2 24 | 2.51× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
GLPI
暂无分部数据
